Integrated Wealth Management’s Southern Company SO Stock Holding History

Integrated Wealth Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$960K	Buy
2016 Q4	$938K	Sell
2016 Q3	$979K	Buy
2016 Q2	$954K	Sell
2016 Q1	$1.07M	Buy
2015 Q4	$911K	Buy
2015 Q3	$811K	Buy
2015 Q2	$748K	Buy
2015 Q1	$730K	Buy